See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $17,250 |
LMHS, PC5 years Service code 10 · EIN 04-2971374 | Accounting | $8,000 |
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $6,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,750 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,291 | $91,517-21.0% | $101,248-28.6% | $73,409-1.5% |
| Participation rate | 87.5% | 73.8%+13.8pp | 75.8%+11.7pp | 72.2%+15.4pp |
| Annual return | 13.98% | 17.17%-3.2pp | 46.47%-32.5pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,436 | $2,877-15.3% | $3,660-33.4% | $2,234+9.0% |
| Participant deferral / active EE | $2,410 | $3,338-27.8% | $4,370-44.8% | $3,805-36.7% |
| Admin fee / account holder | $19 | $216-91.2% | $5,945-99.7% | $158-88.0% |